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Disclosery

CX Institutional: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CX Institutional on VTI, newest first. How the timeline and the estimate are built.

CX Institutional held 38,963 VTI shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 38,963 shares
    Change vs previous 13F -25,864 shares

    0.39% of the 13F portfolio, value $14,581,000.

    13F-HR 0001737089-26-000006 filed by CX Institutional
    Accepted , ingested

  2. period ended2026-06-30
    13F 64,827 shares
    Change vs previous 13F +21,820 shares

    0.69% of the 13F portfolio, value $23,989,000.

    13F-HR 0001737089-26-000004 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 43,007 shares
    Change vs previous 13F -18,916 shares

    0.42% of the 13F portfolio, value $13,797,000.

    13F-HR 0001737089-26-000003 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 61,923 shares
    Change vs previous 13F +18,558 shares

    0.62% of the 13F portfolio, value $20,761,000.

    13F-HR 0001737089-26-000001 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 43,365 shares
    Change vs previous 13F +21,474 shares

    0.43% of the 13F portfolio, value $14,231,000.

    13F-HR 0001737089-25-000011 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F/A 21,891 shares
    Change vs previous 13F -15,435 shares

    0.23% of the 13F portfolio, value $6,653,000.

    13F-HR/A 0001737089-25-000007 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 37,326 shares
    Change vs previous 13F +15,129 shares

    0.39% of the 13F portfolio, value $10,259,000.

    13F-HR 0001737089-25-000005 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 22,197 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $6,433,069.

    13F-HR 0001737089-25-000001 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).